AMIT MARWAHA
Houston, Texas ***** 512-***-**** *********@*****.***
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Ø Experienced Director: Offering over 15 years of experience in finance and investing, proactively securing and analyzing billions of dollars in investment opportunities Ø Well-Rounded Professional: Diverse skillset comprising multiple valuation techniques, strong team collaboration abilities, and expert marketing abilities that were essential to bolstering market awareness Ø Effective Communicator: Adept at balancing a firm understanding of financial practices, process improvement strategies, and team management protocols with superior interpersonal communication abilities Ø Skilled Relationship Builder: Consistently surpassed expectations while forging relationships with other business professionals, ensuring that all teams, investors, and other stakeholders were kept fully updated Ø Applied technical skills: Completed numerous projects in data science, including the development of statistical models and analytical tools in Python and working with cloud-based environments KKEEYY AARREEAAS
S OOFF EEXXPPEE
RRTTIISSEE
§ Team Collaboration
§ Raising Capital
§ Content Development
§ Advanced Problem Solving
§ SQL – Git – AWS
§ Interpersonal Communication
§ Strategic Analysis
§ Investment Management
§ Data Management
§ Machine Learning
§ Financial Modeling
§ Research Methods
§ Regulatory reporting
§ Risk Management
§ Python/Tableau
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University of Texas at Austin, McCombs School of Business Master of Business Administration – Finance Concentration York University
Bachelor of Arts in Economics
General Assembly - Data Science Immersive
Publications: Using NLP to predict earning revisions using quarterly earning calls, estimating real estate prices using machine learning tools, identifying patterns in crypto prices using language in Reddit threads CCAARREEEERR PPA
ATTHH
Tellurian
Director – Investor Relations & Finance 2017 – 2019
§ Managed communication with shareholders, potential investors, sell-side analysts
§ Developed strategy and raised $250M in equity funding through secondary offerings with a syndicate of banks
§ Responsible for delivering quarterly earnings results and managing regulatory reporting process
§ Planned/managed global non-deal roadshows, industry conferences and interactions with buy/sell side
§ Crafted ESG strategy and built process to improve scores with rating agencies
§ Developed social media strategy and platforms
§ Performed valuation and analysis of infrastructure assets
§ Managed team of analysts to maintain models, special projects and assisting with investor communication Fidelity Investment Research & Analysis
Research Analyst, North American Midstream & Downstream 2013 – 2016
§ Responsible for covering ~100 integrated oil, gas and infrastructure equities
§ Prepared company and sector analysis to support key investments and weightings in equity portfolios
§ Managed relationships with industry specialists, regulators, and management teams
§ Collaborated with the global research teams and portfolio managers to invest capital
§ Created valuation/quantitative models, placed amongst top decile of analysts in performance Page 1 of 2
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Citigroup Investment Research & Analysis
Senior Research Associate, Integrated Natural Gas Utilities 2010 – 2013
§ Responsible for stock ratings, and target prices for over 15 oil, gas, and power companies
§ Published detailed and actionable investment recommendations, as well as company/industry analyses
§ Evaluated investment ideas, fund positioning, and risk management strategies in concert with investors
§ Marketed investment ideas and fundamental research to institutional investors
§ Interfaced with global commodity teams to discuss and develop trade ideas to generate additional revenue
§ Shared market intelligence regarding company strategies to ensure continued alignment with emerging trends Capital Power Corporation
Valuation Associate, Business Development 2009 – 2010
§ Accurately determined the value of power plant assets for acquisition throughout North America
§ Developed dispatch models that were utilized to evaluate the economics of merchant and contracted plants
§ Collaborated with a wide range of teams and business professionals to ensure all responsibilities were handled Deutsche Bank
Associate, Global Capital Markets 2008 – 2009
§ Stepped in to provide assistance to the sales team with covering corporate clients and hedge funds
§ Improved the ability of commodity traders to mitigate portfolio risk by creating new analytical models
§ Played a pivotal role in the valuation of various structured products for the company Scotia Cassels Investments Counsel
Associate, Research & Trading 2003 – 2006
§ Helped portfolio managers allocate $10bn in investments across Canadian equities
§ Built models that were utilized for portfolio construction and asset allocation
§ Created a range of communication tools that enabled the articulation of holdings and strategy to investors HHOOBBBBIIEESS//II
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§ Avid tennis and poker player
§ Investing in single/multi-family housing
§ Advancing programming skills and knowledge of cloud and data science space